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"I just wanted to say that both Jim and Kristi were excellent instructors and the classes and materials have been well worth the investment of time and money. thanks!"

- Terry Backmann

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Guarantee to Pass Package

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Are You Prepared for the CFP Exam?


The CFP® exam can be tough— but you can go into it confident and prepared with one of our outstanding review options. Our review courses were designed by former members of the CFP® Board of Examiners, so you can be secure in knowing you're ready for what's on the test.

THE DALTON REVIEW®— A comprehensive preparation course, it consists of a Pre-Study Program, Live Review Classes, and a Post-Study Program. Add the GUARANTEE TO PASS™ option and you'll pass the test on your first try, or your money back.

Learn more about how The Dalton Review® will help you pass the CFP® Exam.


THE eREVIEW— This is an Instructor-led CFP® Exam Review course via the Internet. You can attend a Live-Online classroom setting, or playback all recorded classes at your convenience. 

Learn more about our plan to help you pass the CFP® Exam and what's included in the review course.

Benefits of Our Review Courses:

  • Convenient Online Options: For those who do not want to travel to attend the traditional classroom reviews, we've developed the eReview. It lets you prepare for the CFP® exam over the Internet so you can study from the convenience of your home or office. 

  • Live Instruction— Internet Delivered: The eReview is not self-study— it offers live instruction over the Internet. You'll be able to communicate with instructors and other students for an engaging, interactive experience.

  • Full Access: Those who choose the traditional classroom review also have full access to all recorded eReview sessions.

  • Outstanding Faculty: Our teachers are the best CFP® exam review Instructors in the country, and they're available to help you! You can ask them questions via the virtual classroom during office hours, at the live CFP® review, and during our post review Q&A sessions. Our instructors are also available via email or phone anytime. 

  • Pass Rates: We consistently have the highest pass rates on the CFP® exam in the country, between 70-80%, depending on the exam.

For CFP® review schedules and locations, please see our CFP Review Class Schedule page..

star_guarantee_4.pngTHE DALTON REVIEW® PROMISE: 

We Promise You Will Succeed: Enroll in the review course now and attend the review twice, at no extra charge, before taking the CFP® Certification Examination.  Simply attend the review while still in your education program, then attend it again when you’re finished with your education program.

Our Promise to You: If you don’t pass the CFP® exam, then take the review again for free.


THE DALTON REVIEW® fills up quickly, so Register Today!

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial Planner™ which it awards to individuals who successfully complete initial and ongoing certification requirements.

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© 2008 Dalton Education, LLC: All Rights Reserved Worldwide: Contact Us: (877) 426-2373: 5400 Laurel Springs Pkwy, Ste 202, Suwanee, GA 30024: Sitemap: privacy_policy : Atlanta Web Development :The CFP Board does not endorse, support, recommend or otherwise take any position with respect to the courses or materials of any review course provider for the CFP® Certification Examination.